LVOQX Mutual Fund

LVOQX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
-3.19%
3 Months
-6.27%
6 Months
+6.98%
YTD
+6.85%
1 Year
+8.43%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.85%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LVOQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+6.72%
vs Peers
+0.13%

LVOQX Mutual Fund Performance

LVOQX performance across multiple time periods: 1-month -3.19%, YTD 6.85%, 1-year 8.43%, 3-year 10.10%, 5-year 3.85%, 10-year 7.55%.

LVOQX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

LVOQX vs another fund shows side-by-side returns. LVOQX alternatives are available in the Mutual Fund Screener.